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Michael B. Elefante’s American Express AXP Stock Holding History

Michael B. Elefante’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,473
Closed -$129K – 112
2014
Q3 		$129K Hold
1,473
– – 0.06% 115
2014
Q2 		$140K Hold
1,473
– – 0.06% 124
2014
Q1 		$133K Hold
1,473
– – 0.06% 120
2013
Q4 		$134K Buy
+1,473
New +$121K 0.06% 108

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael B. Elefante's AXP Position: Q4 2014 in Review

Michael B. Elefante sold out of American Express (AXP) in Q4 2014, closing a stake of 1,473 shares — an estimated $129K sold.

Michael B. Elefante first reported a position in AXP in Q4 2013 and held it in 4 quarters. The position peaked at $140K in Q2 2014. 1,321 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Michael B. Elefante reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 1,473 American Express shares in Q4 2014, an estimated $129K.
  • Michael B. Elefante first reported a position in American Express in Q4 2013 and held it in 4 quarters.
  • Michael B. Elefante's American Express position peaked at $140K in Q2 2014.
  • 1,321 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.